Regulations may require you to display backtested and live data in a single table or chart. You can achieve this with two clicks in our fund factsheets, see below for more information.
Example 1: Monthly Performance table
You can differentiate backtested and live data by color, including annual returns.
Example 2: VAMI chart
The backtested performance is marked by the shaded area. Also, the text with the start of live trading data is automatically added.
Other supported charts: Drawdown, Down Capture, Monthly Returns, Cumulative Monthly Returns, Annual Performance.
To set up live-trading period:
1) Select a program in the left sidebar.
2) Go to More information / Other Program Terms in the right frame
3) Choose the live-trading start date in “Live Trading Date” field
Continue your fund reporting workflow
This feature supports consistent fund performance reporting and automated factsheet updates. Continue with Add and configure statistics and Fund factsheet production software.